AB Large Cap Growth Fund Class Z (APGZX)
The fund focuses on investing in a limited number of high-quality U.S. companies with growth potential, emphasizing large-cap stocks and occasionally utilizing exchange-traded funds for investment purposes.
Fund Info
US01878H8850
Jul 1, 2015
$2,000,000
Large-Cap
Growth
Expense Ratio
APGZX features an expense ratio of 0.52%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AB Large Cap Growth Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AB Large Cap Growth Fund Class Z had a return of 3.71% year-to-date (YTD) and 14.10% in the last 12 months.
APGZX
3.71%
-0.16%
4.09%
14.10%
11.36%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of APGZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.61% | 3.71% | |||||||||||
| 2024 | 3.74% | 7.18% | 2.01% | -5.57% | 6.49% | 5.04% | -3.13% | 2.18% | 1.83% | -0.41% | 5.58% | -7.06% | 18.01% |
| 2023 | 7.53% | -2.68% | 6.77% | 1.81% | 2.58% | 5.15% | 2.39% | -0.76% | -4.90% | -0.51% | 9.28% | 3.13% | 32.95% |
| 2022 | -9.69% | -4.73% | 1.59% | -10.70% | -1.67% | -6.52% | 11.19% | -6.37% | -9.09% | 5.50% | 6.49% | -7.35% | -29.32% |
| 2021 | -2.46% | 0.92% | 2.73% | 8.20% | -0.17% | 5.47% | 4.38% | 2.84% | -6.72% | 1.94% | 0.75% | 1.03% | 19.70% |
| 2020 | 0.48% | -4.53% | -7.51% | 13.33% | 8.46% | 2.04% | 6.16% | 6.15% | -3.47% | -2.14% | 9.31% | 1.15% | 30.98% |
| 2019 | 8.78% | 4.12% | 2.42% | 2.61% | -5.08% | 7.03% | 1.65% | -0.99% | 0.12% | 3.44% | 3.84% | -0.82% | 29.80% |
| 2018 | 7.10% | -2.38% | -2.31% | 1.00% | 3.58% | 1.63% | 2.37% | 3.85% | 0.49% | -6.79% | 2.52% | -15.13% | -5.92% |
| 2017 | 4.13% | 4.15% | 1.36% | 3.85% | 3.21% | -0.77% | 2.04% | 2.00% | 1.17% | 3.19% | 4.12% | -3.98% | 27.01% |
| 2016 | -6.05% | -0.53% | 5.71% | -0.92% | 2.30% | -1.68% | 5.27% | 0.26% | 0.48% | -2.37% | 0.70% | -1.95% | 0.65% |
| 2015 | 1.86% | -5.39% | -1.45% | 7.25% | 1.32% | -8.74% | -5.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APGZX is 42, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AB Large Cap Growth Fund Class Z provided a 0.09% dividend yield over the last twelve months, with an annual payout of $0.10 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.10 | $0.10 | $0.13 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.07 |
Dividend yield | 0.09% | 0.09% | 0.14% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.18% |
Monthly Dividends
The table displays the monthly dividend distributions for AB Large Cap Growth Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AB Large Cap Growth Fund Class Z. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AB Large Cap Growth Fund Class Z was 35.56%, occurring on Oct 14, 2022. Recovery took 339 trading sessions.
The current AB Large Cap Growth Fund Class Z drawdown is 6.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.56% | Sep 7, 2021 | 280 | Oct 14, 2022 | 339 | Feb 22, 2024 | 619 |
| -27.96% | Feb 20, 2020 | 23 | Mar 23, 2020 | 45 | May 27, 2020 | 68 |
| -24.2% | Sep 28, 2018 | 60 | Dec 24, 2018 | 136 | Jul 11, 2019 | 196 |
| -21.61% | Dec 2, 2015 | 46 | Feb 8, 2016 | 277 | Mar 15, 2017 | 323 |
| -11.86% | Jul 11, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
Volatility
Volatility Chart
The current AB Large Cap Growth Fund Class Z volatility is 4.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.